SCHOOLSFIRST RETIREMENT PLANNING

Jose's philosophy is simple: get to know his clients' priorities and help them pursue their goals.

He has been in the financial industry for more than nine years and holds multiple certifications including Series 6 and Series 63 with LPL Financial and California Life. Jose is proud to be a valued source of information and knowledge, giving him the ability to positively impact his clients’ financial future.

Jose truly understands school employees and their families. He has the ability to relate to each and every Member based on their personal needs and goals. He stated, “I feel like every Member is relatable. Every Member has their own situation, and we are all trying to reach our goals. Being an LPL Registered Representative, I have the knowledge to pass on to our clients and to ensure they know how to pursue those goals.”

In his spare time, Jose loves to read, travel and try new local restaurants. He also loves animals and will be looking to get a dog in the future.

Jose Ancheta Jr. is a registered representative with, and securities are offered through LPL Financial (LPL), a registered broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Retirement Planning are not registered as a broker/dealer. Registered representatives of LPL offer products and services using SchoolsFirst Retirement Planning, and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of SchoolsFirst Federal Credit Union or SchoolsFirst Retirement Planning. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.